LFG
CRT

Larson Financial Group’s Cross Timbers Royalty Trust CRT Stock Holding History

Larson Financial Group’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-690
Closed -$6.81K – 3489
2025
Q2 		$6.81K Sell
690
-60
-8% -$612 ﹤0.01% 1971
2025
Q1 		$9.79K Hold
750
– – ﹤0.01% 1643
2024
Q4 		$7.38K Hold
750
– – ﹤0.01% 1576
2024
Q3 		$7.85K Hold
750
– – ﹤0.01% 1571
2024
Q2 		$8.08K Buy
+750
New +$9.96K ﹤0.01% 1325

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Larson Financial Group's CRT Position: Q3 2025 in Review

Larson Financial Group sold out of Cross Timbers Royalty Trust (CRT) in Q3 2025, closing a stake of 690 shares — an estimated $6.81K sold.

Larson Financial Group first reported a position in CRT in Q2 2024 and held it in 5 quarters. The position peaked at $9.79K in Q1 2025. 15 funds tracked by Wall St. Rank hold CRT as of Q3 2025.

  • Larson Financial Group reported no remaining Cross Timbers Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 690 Cross Timbers Royalty Trust shares in Q3 2025, an estimated $6.81K.
  • Larson Financial Group first reported a position in Cross Timbers Royalty Trust in Q2 2024 and held it in 5 quarters.
  • Larson Financial Group's Cross Timbers Royalty Trust position peaked at $9.79K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.